High-Net-Worth Investors
Private Wealth Management for High-Net-Worth Individuals
Wealth management entirely customized around you, your goals, and your life.
Wealth Management Services
Comprehensive Wealth Management Under One Roof
High-net-worth investors, or investors with more than $1,000,000 in assets, face a different set of challenges in managing their wealth. Investment decisions become more complex, financial planning becomes necessary, and the potential gains from tax efficiency increase exponentially.
Our focus is on simplifying and optimizing these wealth management decisions. After helping more than 1,500 high-net-worth investors build customized wealth management plans, we’ve developed and refined our 5-Step Wealth Optimization Process to create a single, comprehensive wealth management strategy for our clients.
By working with their single team of financial professionals to build a customized investment portfolio, financial plan, and tax strategy, our clients can find confidence and peace of mind in knowing they are well-positioned to achieve their long-term financial goals.
What's Included?
Investment Portfolio Design & Management
A diversified portfolio is the cornerstone of a wealth management strategy. Our approach builds a customized portfolio that includes public, private, and alternative investments to achieve greater diversification against market risk and the potential for enhanced returns.
Tax Planning & Preparation Services
Advanced Financial Planning
Insurance & Estate Planning Services
Security comes from the peace of mind in knowing your family’s wealth is safe. To this end, we conduct a full review of your estate and insurance plans, making recommendations to fill gaps, reduce inefficiencies, and optimize your safety net.
Private & Alternative Investment Options
Private Banking & Low-Rate Lending
Fiduciary Advisors
A Team of Advisors Focused on Optimizing Your Wealth
Behind every portfolio is a team of advisors focused on your success. Our advisors bring decades of experience, credentialed expertise, and a commitment to you and your financial goals.
Instead of working with a single advisor, each client works with a team of fiduciary advisors, ensuring you always have immediate access to your wealth management team.
Second-Opinion Service
Schedule a Complimentary Consultation
We get that taking the leap to a new financial advisor can be difficult. It's why we offer a complimentary Portfolio X-Ray to anyone interested in seeing what their customized portfolio might look like.
If you are interested in talking with one of our advisors about a Portfolio X-Ray, you can use the form here to send us a message. After you submit your message, you'll receive a response from an advisor within 24 hours.
FAQ
Frequently Asked Questions (FAQ)
Answers to some of the questions you may have about Chicago Partners.
We understand that choosing a wealth manager is a significant decision, and you likely have questions about how we operate, our strategies, and the value we can deliver.
Our FAQ section is designed to provide clear, concise answers to the most common questions we receive, ensuring you have all the information needed to make an informed choice.
If you don’t see your question answered here, our team is always ready to provide personalized insights. Simply reach out to us directly, and we’ll be happy to assist.